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01934 310653

01173 701730

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Independent Financial Adviser Keynsham

Independent Financial Advisers / IFA in Keynsham

Invest Southwest have independent financial advisers based in Keynsham and surrounding areas throughout the South West. Each financial adviser is highly qualified and vastly experienced and will be happy to meet with you in the comfort of your own home.

We have built up an excellent reputation as an independent financial advisor Keynsham. This can be evidenced on sites such as Google reviews, Qype and Vouchedfor.

All of our financial advisors believe good quality advice is rarely transactional and success is evidenced by building long term relationships with our clients. Our professional advisers are authorized by the Financial Conduct Authority, and you can check this quickly and easily online through the search facility on the Financial Conduct Authority website.

We provide a fully independent service, which means our clients receive unbiased and unrestricted advice based on a comprehensive and fair analysis of the relevant market.

The following forms of advice are provided in your area:

  • Investment advice in Keynsham such as ISAs, OEICs, Bonds and Investment Trusts, Onshore and Offshore
  • Pension advice in Keynsham including Personal Pensions, Retirement Planning and Annuities
  • Savings advice in Keynsham such as Regular Savings Plans, School Fees planning, National Savings and ISAs
  • Mortgage advice in Keynsham including Remortgages and Equity Release
  • Personal Protection advice in Keynsham such as Life Cover, Income Protection and Critical Illness

When providing advice, our fees are clearly explained at outset and all initial meetings are free and if you feel comfortable that we are the right advisers for you we will agree on how to pay for our service. More information on ways to pay can be found on the costs and services page.

Please call us on 01173 701730 or fill in our enquiry form to arrange your free initial meeting with our independent financial advisor Keynsham.

Facts about Keynsham

Keynsham is a town and civil parish between Bristol and Bath in Somerset, south-west England. It was listed in the Domesday Book as Cainesham, which is believed to mean the home of Saint Keyne.

The site of the town has been occupied since prehistoric times and is scattered with Roman remains. It became a medieval market town, after Keynsham Abbey was founded around 1170. It is situated at the junction of confluence of the River Chew and River Avon and was subject to serious flooding before the creation of Chew Valley Lake and river level controls at Keynsham Lock. The Great Flood of 1968 inundated large parts of the town. It was home to the Cadbury's chocolate factory, Somerdale, which opened in 1935 as a major employer in the town.

It is home to Memorial Park,which is used for the annual town festival and several nature reserves. The town is served by Keynsham railway station on the London-Bristol and Bristol-Southampton trunk routes and is close to the A4 road which bypassed the town in 1964. There are schools, religious sporting and cultural clubs and venues.

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